Civic Intelligence

The Frank H Bartholomew Foundation Co Anna Pope and Frank Pope Trustees

990PF • Fiscal year 2017 • EIN 94-3129676

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 26, 2018

Organization Profile

View Organization Page

1695 Castle RoadSonoma, CA 95476

(415) 693-2041

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

51st percentile

4.1%

Higher net margin than 51% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$120,500

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

30th percentile

-0.3%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$12,913,163

Down $89,302 (-0.7%) from 2015

Net Assets

$12,913,163

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin51st percentile

Revenue

Up

$1,198,885

Up $514,535 (+75%) from 2015

Expenses

Up

$1,149,222

Up $236,342 (+26%) from 2015

Net Income

Up

$49,663

Up $278,193 (+122%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $13,530,145Liabilities 2011: $2,5312011Assets 2012: $13,536,293Liabilities 2012: $02012Assets 2013: $13,521,284Liabilities 2013: $02013Assets 2014: $13,230,995Liabilities 2014: $02014Assets 2015: $13,002,465Liabilities 2015: $02015Assets 2017: $12,913,163Liabilities 2017: $0Net Assets 2017: $12,913,1632017Assets 2018: $12,884,766Liabilities 2018: $0Net Assets 2018: $12,884,7662018Assets 2019: $13,974,580Liabilities 2019: $0Net Assets 2019: $13,974,5802019Assets 2020: $13,192,684Liabilities 2020: $245,968Net Assets 2020: $12,946,7162020Assets 2021: $12,893,403Liabilities 2021: $245,968Net Assets 2021: $12,647,4352021Assets 2022: $13,454,620Liabilities 2022: $1,708,642Net Assets 2022: $11,745,9782022Assets 2023: $11,400,282Liabilities 2023: $2,308,908Net Assets 2023: $9,091,3742023Assets 2024: $16,716,640Liabilities 2024: $2,193,350Net Assets 2024: $14,523,2902024

Highlighted filing

2017

Assets$12,913,163
Liabilities$0
Net Assets$12,913,163
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $642,879Expenses 2011: $779,820Net Income 2011: -$136,9412011Revenue 2012: $851,526Expenses 2012: $842,847Net Income 2012: $8,6792012Revenue 2013: $867,797Expenses 2013: $882,806Net Income 2013: -$15,0092013Revenue 2014: $589,527Expenses 2014: $879,816Net Income 2014: -$290,2892014Revenue 2015: $684,350Expenses 2015: $912,880Net Income 2015: -$228,5302015Revenue 2017: $1,198,885Expenses 2017: $1,149,222Net Income 2017: $49,6632017Revenue 2018: $1,096,981Expenses 2018: $1,122,819Net Income 2018: -$25,8382018Revenue 2019: $2,167,374Expenses 2019: $1,077,560Net Income 2019: $1,089,8142019Revenue 2020: -$6,331Expenses 2020: $1,021,533Net Income 2020: -$1,027,8642020Revenue 2021: $393,529Expenses 2021: $878,508Net Income 2021: -$484,9792021Revenue 2022: -$11,191Expenses 2022: $986,234Net Income 2022: -$997,4252022Revenue 2023: $376,567Expenses 2023: $1,495,413Net Income 2023: -$1,118,8462023Revenue 2024: $3,295,603Expenses 2024: $2,138,594Net Income 2024: $1,157,0092024

Highlighted filing

2017

Revenue$1,198,885
Expenses$1,149,222
Net Income$49,663
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 26, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott ClydeGeneral ManagerFT$120,500-$120,500
Anna PopeTrusteePT$84,000-$84,000
Filing and Contact Details

Filer

Filer Name
The Frank H Bartholomew Foundation
EIN
94-3129676
Phone
4156932041
Address
1695 Castle Road, Sonoma, CA 95476

Signing Officer

Name
Anna Pope
Title
Trustee
Signed
2018-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Comyns Smith McCleary & Deaver LLP
Address
3470 Mt Diablo Blvd A110, Lafayette, CA 94549
Preparer
John R Comyns
Phone
9252991040
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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1334
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt257
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt3500
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt469
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt5220
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt6214
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0568655
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt113660
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2239644
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33640
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4465566
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt511900
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6456751
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7267909
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt86680
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt915877
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1010585
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1130291
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1216951
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13875
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1411640
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1588676
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt161610
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1753226
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt181590
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1925956
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt203559
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2120137
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt223152
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt231806
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt245166
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt25928
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2655015
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt276487
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2810908
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2911034
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt304817
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3158419
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3210233
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3323951
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3456963
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt359893
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt367033
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt373688
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt38781
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3924059
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4010444
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt41348
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt421054
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt439777
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt442546
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt452274
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt461026
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt472869
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt48180
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4910969
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt502109
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt513971
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt525907
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt535434
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt54436
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt554243
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt56124
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt57514
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt581243
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt59616
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Ranch prop, roadway & imp
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Ranch prop, improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Park improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Park improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Historical landmark-Villa
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Historical Villa improve
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6Rental properties
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7Winery & Museum
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8Winery facility imprvmnts
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9Vineyard costs 1996
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10Vineyard costs 1997
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc111998 Planting contract-97
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12Vineyard costs 1998
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13Vineyard Costs 1999
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14Vineyard Improv. 2001
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15Vineyard Improv. 2002
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Winery Site Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Water Pump/ Filter Statio
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18Kitchen Window/Main
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19Vineyard Improv. 2003
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20New Sliding Glass Door
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21Duck Pond and Paving
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22Office Electrical Upgrade
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23Rebuild Gazebo
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24Windows-Mianna's House
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25Furnace-Scott's Cottage
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26Vineyard Improvmts 2004
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27Windows & Doors-Mianna's
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28Ranch Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29Vineyard Improments 2005
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30Electric Gate
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31Parking Lot Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32Park Restrooms
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33Park Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34Vineyard Improv. 2006
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35Vineyard Improvmt 2007
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36Vineyard costs 1995 Remaining Basis
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37Winery Rental Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38Office Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39Guest House
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40Sauv Bl & Cab 2008 add
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41Winery Balcony rebuild
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42Winery Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43Living Room House Improve
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44Guest & Kitchen House Imp
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45Ranch Building Improvemen
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46New Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc47Stove
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc48Fence
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc49Villa Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc50Electric Transformer
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc51Flail Mower
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc52Honda Foreman Quad
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc53Honda Rancher Quad
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc54New Dishwasher
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc55Lawn Tractor

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,913,163
Liabilities
$0
Net assets
$12,913,163
Revenue
$1,198,885
Expenses
$1,149,222
Net income
$49,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$2.19$14.5$3.30$2.14$1.16
2023Detailed filing. Detailed filing data is available for this year.$11.4$2.31$9.09$0.38$1.50$1.12
2022Detailed filing. Detailed filing data is available for this year.$13.5$1.71$11.7$0.01$0.99$1.00
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.25$12.6$0.39$0.88$0.48
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.25$12.9$0.01$1.02$1.03
2019Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$2.17$1.08$1.09
2018Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.10$1.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.20$1.15$0.05
2015Summary only. Only limited summary data is available for this year.$13.0$0.00$0.68$0.91$0.23
2014Summary only. Only limited summary data is available for this year.$13.2$0.00$0.59$0.88$0.29
2013Summary only. Only limited summary data is available for this year.$13.5$0.00$0.87$0.88$0.02
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$0.85$0.84$0.01
2011Summary only. Only limited summary data is available for this year.$13.5$0.00$0.64$0.78$0.14